Wealthridge Investments LLC
Firm details
- Headquarters
- Burr Ridge, Illinois
- CRD number
- 339576
- Fee structure
- Percentage of AUM, Hourly Charges
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Wealthridge Investments LLC is a single-owner limited liability company that operates as a fee-based advisory practice. FINTRX classifies the firm as a capital allocator that focuses on financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The firm charges clients on a percentage-of-AUM basis and also uses hourly billing for certain services. FINTRX flags the adviser as not actively incorporating ESG into its investment process and not operating as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Nino Lekarczyk
Founder and Investment Advisor RepresentativeCRD 7118484
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Burr Ridge, IL
Du Page
Location
Burr Ridge, IL
Headquartered in Burr Ridge, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Du Page
- Address
- 7055 Veterans Blvd
- Time zone
- CT (UTC-6)
- Office locations
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